RIA Intel›Advisers›Florida›FINANCIAL LIFE DESIGNS LLC

FINANCIAL LIFE DESIGNS LLC

Advisory

LAKE MARY, FL

Data as of Feb 12, 2026 · Source: SEC Form ADV

Rank in FL

#1,743

of 2,610 advisers by AUM

Average account

$312K

across 121 accounts

AUM per adviser

$19M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM

$38M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$38M

Discretionary AUM$38M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients39

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

39 clients

16 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in FL

Closest by assets under management. All figures from Form ADV.

LUCROR CAPITAL ADVISORS, L.P.

$38M

FLORIDA MONEY MANAGEMENT GROUP INC

$38M

BISHOP CAPITAL ADVISORS LLC

$38M

JOHNSON PRIVATE WEALTH MANAGEMENT, LLC

$37M

TLP FINANCIAL SERVICES, INC.

$37M

REYNOLDS CAPITAL MANAGEMENT, INC.

$38M

Get the full picture on FINANCIAL LIFE DESIGNS LLC

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track FINANCIAL LIFE DESIGNS LLC and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans